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| 1-866-423-8525 |
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| Need Help? It's All Here. |
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Our support staff strives in giving high level of quality support
to our customers through FAQs, tutorials, free live demos
and responding to any questions customers may have. |
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| Importing Clients' Information |
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Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu. |
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| Follow the instructions below on how to export your clients' information into a text/CSV file. |
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| Exporting Clients From MS Excel |
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| STEP 1 |
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| From the main menu in Excel, go to Icon > Save As > . |
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| STEP 2 |
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| Name file, select from drop-down list and then click . |
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| STEP 3 |
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| After export has been finished, click the link below to import file into Clear Biz. |
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| > To import text/CSV file into Clear Biz, click here. |
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| Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved. |
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| Have questions? Contact us at 1-866-423-8525 or by email at sales@clear-biz.com |
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